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unsupervised-scheduler/docs/features/student-administration.md
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Add policy, intake, and payment history to the admin student detail view
The student-administration spec deferred three detail-view sections until
Payments landed. Adds them now: policy-acceptance history (title, version,
context, date), intake answers (label, answer, context), and — gated on
manage_billing — payment history with HST breakdown and receipt numbers.

New Auth\StudentHistory builds the display rows from per-student queries
added to AcceptanceRepository, AnswerRepository, and PaymentRepository;
the Payment model now carries created_at so unpaid rows still have a date.

Closes #69

Co-Authored-By: Claude Fable 5 <[email protected]>
2026-07-18 18:17:20 -03:00

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# Feature: Student Administration
## Overview
A read-only studio-admin area to browse students and drill into one student's
history and upcoming activity — lessons and group-class enrolments — without
digging through individual records.
## Data Model
No new tables. The views are composed from existing data:
- Students are WordPress users with the `us_student` role (`get_users`, `get_userdata`).
- Lessons come from `{prefix}us_lessons` (with `{prefix}us_availability` for slot times).
- Group-class enrolments come from `{prefix}us_group_enrollments`.
- Policy acceptances come from `{prefix}us_policy_acceptances` (with the policy
and version tables for titles/numbers).
- Intake answers come from `{prefix}us_question_answers` (with `{prefix}us_questions`
for labels).
- Payments come from `{prefix}us_payments`.
## Admin Interface
**Students** in wp-admin (`manage_students`, studio admin only):
- **List** — every `us_student` user: display name, email, registered date, and
quick counts (upcoming lessons, active group enrolments). Each row links to the
detail view.
- **Detail** (`?student_id=`):
- **Account** — display name, email, registered date.
- **Upcoming lessons** and **Past lessons** — split by the linked availability
slot's `start_dt`; each shows date/time, offering, instructor, and status.
- **Group-class enrolments** — active/past, with offering title and status.
- **Policy acceptances** — every acceptance the student has recorded, newest
first: policy title, version, context (account signup / lesson / enrolment),
and when it was accepted.
- **Intake answers** — every registration-question answer, newest first:
question label, answer, and the registration it was given for.
- **Payment history** (`manage_billing` only) — every payment, newest first:
date, context, method, status, subtotal, HST, total, and receipt number.
Read-only in this iteration; cancel/edit actions are a possible follow-up (#70).
## Capabilities
- `manage_students` — studio admin (administrators inherit it via the
`user_has_cap` filter). No new capabilities or tables.
## Implementation
- Admin controller: `Unsupervised\Schedular\Auth\StudentController` (list + detail)
- Templates: `templates/admin/students.php`, `templates/admin/student-detail.php`
- Reuses `Booking\BookingRepository::findByStudent` + `countUpcomingForStudent`,
`Availability\AvailabilityRepository::findById`,
`Offering\OfferingRepository::findById`,
`GroupClass\EnrollmentRepository::findByStudent` + `countActiveForStudent`
- History sections: `Auth\StudentHistory` builds the display rows from
`Policy\AcceptanceRepository::findByStudent`,
`Registration\AnswerRepository::findByStudent`, and
`Payment\PaymentRepository::findByStudent`, resolving policy/version titles and
question labels (unit-tested with mocked repositories).
- Upcoming/past split: `Auth\StudentSchedule::partition()` (pure, unit-tested)
- The upcoming/past split is extracted into a small pure helper so it is
unit-testable (the controller itself follows the repo convention of not being
unit-tested).
## Tests
- `tests/Unit/Auth/StudentScheduleTest.php` (the pure upcoming/past split helper)
- `tests/Unit/Auth/StudentHistoryTest.php` (history display rows + fallbacks)
- `findByStudent` coverage in `tests/Unit/Policy/AcceptanceRepositoryTest.php`,
`tests/Unit/Registration/AnswerRepositoryTest.php`, and
`tests/Unit/Payment/PaymentRepositoryTest.php`